PicS N.V. PICS

 — 
8.69 (0.16) (1.81%) as of 25 Sep
Market cap
$1.2B
P/E
0.0×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 3.95
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — 4 — — 7 — — —
Sell — — — — — — — — — — — —
Insider Ownership 82.43%

Capital & Financial Ratios

Market Cap 1,150.00
Revenue 2,535.42
Net Income 250.96
Free Cash Flow (230.05)
Net Debt (1,296.60)
Current Ratio 6.21
Debt/Equity 0.00
P/E ratio 0.01
P/S ratio 0.43
P/B ratio 0.88
Past 5Y EPS Growth —
This Y EPS Growth 89.62%
Next Y EPS Growth 95.95%
Next 5Y EPS Growth 69.02%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash — 1,404 705 1,297
Receivables — — — —
Inventory — — — —
Other — — — —
— 3,939 5,535 8,030
2023 2024 2025 Q'26
Payables — 624 985 1,294
ST’ Debt — — — —
Other — — — —
— 624 985 1,294
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — — —
Earnings — — —
Book Value — — —

Revenue

Mar Jun Sep Dec Year
’26 667 816 — — —
’25 352 436 501 551 1,841
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (50) 174 — — —
’25 (454) 5 224 (444) (670)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (80) 130 — — —
’25 (484) (29) 187 (466) (792)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.24 0.42 — — —
’25 75.21 106.05 96.86 744.18 1.02k
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — — —

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — — —
High Price
— — — — — — — — 4,202 4,644
Employees
— — — — — — — — 0 0
Revenue/Emp
— — — — — — — — 1,033 1,841
Revenue
— — — — — — — — 65.31% 59.23%
Gross Margin
— — — — — — — — 64 57
EBT
— — — — — — — — 6.21% 3.09%
EBT Margin
— — — — — — — — 47 204
Net Income
— — — — — — — — 54 79
Depreciation
— — — — — — — — 5,163.53 9,203.79
Revenue/Sh
— — — — — — — — 233.41 1,022.31
Earnings/Sh
— — — — — — — — 2,123.33 (3,348.58)
Cash Flow/Sh
— — — — — — — — (539.56) (612.83)
Capex/Sh
— — — — — — — — 1,583.77 (3,961.41)
Free CF/Sh
— — — — — — — — 1,635.10 3,483.42
Book Value/Sh
— — — — — — — — 0 0
Shares
— — — — — — — — 0.02 0.02
PE Ratio
— — — — — — — — 0.00 0.00
PS Ratio
— — — — — — — — 0.01 0.01
PB Ratio
— — — — — — — — (0.38) (0.38)
EV/Sales
— — — — — — — — 0.88 0.88
EV/FCF
— — — — — — — — 425 (670)
Op' Cash Flow
— — — — — — — — (108) (123)
Capex
— — — — — — — — 317 (792)
FCF
— — — — — — — — 3,315 4,551
Working Cap'
— — — — — — — — — —
Total Debt
— — — — — — — — (1,404) (705)
Net Debt
— — — — — — — — 327 697
Sh' Equity
— — — — — — — — 0.00% 3.11%
ROA
— — — — — — — — 0.00% 0.00%
ROIC
— — — — — — — — 0.00% 38.19%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

PicS N.V. (PICS) key facts

  • PicS N.V.’s revenue for fiscal 2025 (year ended December 2025) was $1.8 billion, up 78.2% from fiscal 2024.
  • As of September 25, 2026, PICS traded at $8.69, a market capitalization of $1.2 billion.
  • Return on equity was 38.2% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

PicS N.V. (PICS) Latest News

News by impact score

Fine-tune

24 Sep

4

PicS N.V. (PICS) is acquiring Kovr Participações S.A. and securing a 53% stake in Estrutural Corretora to build a full-stack insurance platform. Kovr brings digital insurance capabilities and tech, while Estrutural provides brokerage, enabling PicPay to embed underwriting and distribution within its ecosystem and reduce reliance on third-party providers. Integration is expected to be smooth given Kovr’s long-standing partnership. The moves align with PicPay’s Q2 momentum, including accelerated secured-originations, growth in mature credit-card cohorts, expansion into riskier segments, and a 2% sequential rise in active users to 45.4 million. Key risks include Brazil’s evolving insurance regulations, execution and integration challenges, potential capital strain, and competition from insurtechs and incumbents. Hedge-fund interest declined, though Goldman Sachs remains a substantial holder. They enable vertical integration of underwriting and distribution, potentially boosting margins and scale despite regulatory and integration risks.

19 Sep

3

PicS N.V. (PICS) reports credit portfolio momentum and Q2 outperformance across all metrics. Q2 outperformance and portfolio momentum point to improved near-term financial results without indicating structural shifts.

3 Sep

3

PicPay integrates with Claude to expand customer access to financial information through generative AI. Claude integration adds AI tools that moderately enhance product offerings and customer engagement.

24 Aug

3

PicPay announced second quarter 2026 financial results for PicS N.V. (PICS). Quarterly earnings releases can shift short-term investor views but rarely redefine long-term company trajectory.

19 Aug

4

PicS N.V. launched a ChatGPT feature, raising questions on whether its shares can remain undervalued afterward. ChatGPT launch constitutes a significant product innovation likely to reshape PicS competitive positioning and investor sentiment.

18 Aug

4

PicS N.V. (PICS) could be 50% undervalued after its ChatGPT account update. ChatGPT account update signals major innovation likely to shift PicS N.V. trajectory and investor sentiment.

17 Aug

4

PicPay integrates with ChatGPT to let customers access financial information directly through the AI platform. ChatGPT integration enhances PicPay customer data access and competitive positioning.

29 Jul

3

ACI Worldwide partners with dLocal to offer Latin American payment options for PicS N.V. (PICS). Partnership expands regional payment reach with moderate effect on operations and positioning.

28 Jul

3 transcript

PicS N.V. (PICS) Q2 earnings call via TIM highlights financial results, operational updates, and forward guidance. Quarterly earnings data can move near-term sentiment and valuation but rarely shifts long-term company trajectory alone.

20 Jun

3

RBC lowers PicS N.V. (PICS) price target while stating AI initiatives will support margin discipline. Analyst price target cut with AI margin support note affects near-term PICS sentiment and valuation.

5 Jun

3

PicS NV (PICS) surpassed Q1 2026 earnings guidance with robust growth. Q1 earnings beat signals stronger financial results likely to lift near-term stock performance.

2 Jun

4

PicPay announces first quarter 2026 results. Quarterly earnings releases drive material shifts in valuation and investor sentiment for PicS N.V.

28 Mar

4

PicS N.V. (PICS) achieves 85% revenue growth and advances IPO transformation despite missing earnings targets and facing fintech sector pressures. Revenue surge and IPO shift signal major strategic changes affecting long-term prospects.

9 Mar

3

Bank of America initiates coverage on PicS N.V. (PICS) with a Buy rating. BofA Buy initiation adds positive analyst coverage likely to influence near-term sentiment and trading.

stockrow.com/PICS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com